Managing Users & Teams
Add and manage users in your organization
Users
Your organization’s users can be managed from the Admin Dashboard (Organization Settings > Users). Before any of your colleagues can start collaborating with you in Lab Atlas, you need to invite them to your organization.
User Roles
A user’s role determines what level of privileges they have within the organization and how they can help manage it & access records. By default, the user who creates the organization is assigned the highest-privileged role: Organization Admin. When inviting users, you can specify the role you’d like them to assume in the organization. User roles can be changed after they have joined your organization. You cannot assign a user a role higher than yours.
Privilege
User
Superuser
Organization Admin
External User
Create studies and assay
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Create notes
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File Manager access
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Manage users
Create projects
Manage integrations
Manage subscription
External Users
The 'External User' role is intended for inviting people outside of your real-world organiation into your Lab Atlas organization. These might be collaborators, contract research organizations, or contract workers. External users have a more restricted set of permissions than the standard User role:
They can only view projects, collections, shared sotrage folders, or organization notes that they have been explicitly added to.
They can only create or modify studies & assays in projects they have been assigned to.
They can only view shared folders, organization notes, and collections they have been assigned to.
They cannot view your organization's user list.
Inviting Users
To invite a new user to your organization, click the ‘Invite User’ button in the top-right corner of the User management dashboard. Select the user type (Internal Member or External Collaborator) and provide an email address to send the invitation. For internal users, select the role you wish them to assume.
External users do not have roles and will only be able to view & access the projects you assign them to. You can assign internal or external users to existing projects by selecting them from the search input.
User invitations can be managed from the ‘Invitations’ tab. Clicking on the context menu of the invited user will allow you to resend the invitation or cancel it.
Removing Users
Users can be removed from your organization by clicking on a user’s context menu in the Active users table and selecting ‘Remove User’. Once confirming, the user will be deactivated and will no longer be able to log into your organization. Removed users can be viewed in the ‘Inactive’ tab of the Users dashboard, where you have the option to re-invite them.
Teams
Teams are a simple way to group one-or-more users in your organization so that they can be easily assigned to projects, notes, and other resources. When a team is assigned to a resource, all of the users assigned to the team are added. Teams can be created and managed from the Admin Dashboard's Team page.
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